XMLV institutional holders

Invesco S&P MidCap Low Volatility ETF · 197 reporting institutions · $367.3M reported value

Funds that can replace XMLV · XMLV return decomposition

Institutional holdings

Institutions reporting XMLV, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$42.2M23,1852026-06-30
Lpl Financial LLC$30.6M23,4582026-06-30
UBS Group AG$19.2M02026-06-30
Brookstone Capital Management$18.3M3372026-06-30
Dorval Corp$17.7M32026-06-30
Envestnet Pmc$15M602026-06-30
PNC Financial Services Group, Inc.$13.3M02026-06-30
Raymond James Financial Inc$12M02026-06-30
Ameriprise Financial Inc$11.5M02026-06-30
Jones Financial Companies LLLP$10.9M02026-06-30
Commonwealth Equity Services, LLC$10.6M2,8632026-06-30
Merit Financial Group, LLC$10.1M2952026-06-30
Pfs Partners, LLC$8.9M102026-06-30
Obsidian Personal Planning Solutions LLC$7.9M02025-09-30
Cetera Investment Advisers$7.5M10,3702026-06-30
Mercer Global Advisors Inc /adv$7.1M02026-06-30
Bank of America Corp /de$6.8M02026-06-30
Wells Fargo & Company/mn$5.4M02026-06-30
Northwestern Mutual Wealth Management Co$5.3M02026-06-30
Kestra Advisory Services, LLC$5M1,4792026-06-30
Royal Bank of Canada$4.9M02026-06-30
Provise Management Group, LLC$4.4M192026-06-30
Osaic Holdings, Inc.$4.1M02026-06-30
Harbour Investments, Inc.$3.3M2472026-06-30
Lmcg Investments, LLC$3.3M72026-06-30
MML Investors Services, LLC$2.8M5,1202026-06-30
Hightower Advisors, LLC$2.8M1,0462026-06-30
Prime Capital Financial$2.7M2652026-06-30
Two Sigma Investments, LP$2.4M02026-06-30
U.S. Capital Wealth Advisors, LLC$2.4M02026-03-31
Arax Advisory Partners$2.4M2322026-06-30
Johnson & White Wealth Management LLC$2.2M72026-06-30
Stifel Financial Corp$2.1M02026-06-30
Private Advisor Group, LLC$1.9M9272026-06-30
Three Bearings Fiduciary Advisors, Inc.$1.7M22026-06-30
Investment Partners Asset Management, Inc.$1.6M82026-06-30
Massmutual Private Wealth & Trust, Fsb$1.6M02026-06-30
Jfs Wealth Advisors, LLC$1.4M332026-06-30
Golden State Wealth Management, LLC$1.3M472026-06-30
Finemark National Bank & Trust$1.3M02025-12-31
Pacific Sun Financial Corp$1.3M32026-06-30
Equitable Holdings, Inc.$1.3M02026-06-30
Calton & Associates, Inc.$1.3M1402026-06-30
Tempo Wealth$1.3M72026-06-30
Avestar Capital, LLC$1.1M132026-06-30
Morganrosel Wealth Management, LLC$1.1M22026-06-30
Arkadios Wealth Advisors$1M2262026-06-30
Mariner, LLC$996.5K02026-06-30
1900 Wealth$947.2K182026-06-30
United Capital Financial Advisors, LLC$928.3K1662026-06-30
Visionary Wealth Advisors$916.2K462026-06-30
Carlson Financial, Inc.$869.1K42026-06-30
Clear Creek Financial Management, LLC$859.4K442026-06-30
Snowden Capital Advisors LLC$790.1K1222026-06-30
Daiwa Securities Group Inc.$762.8K02026-06-30
Fmr LLC$737.4K02026-06-30
Portland Financial Advisors Inc$735.5K12026-06-30
Orion Porfolio Solutions, LLC$728.3K1992026-06-30
Mosaic Family Wealth Partners, LLC$723.5K192026-06-30
Citigroup Inc$704.8K02026-06-30
Sculati Wealth Management, LLC$701K42026-06-30
Captrust Wealth Advisors$695.9K202026-06-30
Waverly Advisors, LLC$689.7K2312026-06-30
Prosperity - An Eisneramper Company$678.4K652026-06-30
Essex Financial Services, Inc.$663.6K332026-06-30
Baird Financial Group, Inc.$623.2K02026-06-30
J.W. Cole Advisors, Inc.$617.4K4992026-06-30
Susquehanna International Group, LLP$607.9K02026-06-30
Aqr Capital Management LLC$587.2K12026-06-30
Commerce Bank$583K02026-06-30
Cwm, LLC$582.2K6672026-03-31
Choreo, LLC$570.8K1482026-06-30
Citadel Advisors LLC$554.7K02026-06-30
Spectrum Wealth Advisory Group, LLC$545.6K32026-06-30
Syntegra Private Wealth Group, LLC$529.1K122026-06-30
Wealthcare Advisory Partners LLC$523.1K1702026-06-30
Wealth Enhancement Advisory Services, LLC$513.6K1,0262026-06-30
Petix & Botte Financial$512.7K32026-06-30
Destiny Capital Corp/co$507.9K82026-06-30
Sheets Smith Wealth Management$504.1K102026-06-30
Ern Financial, LLC$494.6K102026-06-30
Goldman Sachs Group Inc$493.9K02026-06-30
Cerity Partners LLC$477.7K7772026-06-30
Synergy Investment Management, LLC$470.1K192026-06-30
Creativeone Wealth, LLC$454.6K2212026-06-30
Dynamic$444.4K752026-06-30
Avant Capital, LLC$438.3K22026-06-30
Jacobi Capital Management LLC$437.6K322026-06-30
Ashton Thomas Private Wealth, LLC$436.2K962026-06-30
Creative Planning$433.1K1,1712026-06-30
Great Valley Advisor Group, LLC$431.6K2052026-06-30
Coppell Advisory Solutions LLC$418.4K762026-06-30
Petra Financial Advisors Inc$414.7K72026-06-30
Axxcess Wealth Management, LLC$414.2K382026-06-30
Atlas Legacy Advisors, LLC$414.2K42026-06-30
Accel Wealth Management$414K102026-06-30
Dana Investment Advisors, Inc.$405.1K262026-06-30
Harvest Investment Services, LLC$395.1K272026-06-30
Moneywise, Inc.$391.7K02026-06-30
Inspire Advisors, LLC$389.5K752026-06-30
Summit Wealth Group LLC / Co$372.4K392026-06-30
Fifth Third Bancorp$371.5K02026-06-30
Whitaker-Myers Wealth Managers, Ltd.$368.1K162026-06-30
Money Concepts Capital Corp$367.6K3892026-06-30
&partners$358.6K5552026-06-30
Commonwealth Financial Services, LLC$344.4K152026-06-30
D.A. Davidson & Co.$344.1K6892026-06-30
Jpmorgan Chase & Co$330.9K02026-06-30
Strategic Equity Management$327.3K82026-06-30
Rockefeller Capital Management LP$325.9K3462026-06-30
Mai Capital Management$314K3082026-06-30
Kestra Private Wealth Services, LLC$309.6K2062026-06-30
Onedigital Investment Advisors LLC$304.2K3862026-06-30
Pacific Center for Financial Services$295.7K52026-06-30
High Net Worth Advisory Group LLC$295.2K62026-06-30
Legacy Trust$292.8K02026-06-30
Meridian Financial Advisors, LLC$292.6K22026-06-30
Atx Financial Planning, LLC$290.7K32026-06-30
Toptier Wealth Management, LLC$288K22026-06-30
Asset Dedication, LLC$283.6K112026-06-30
Sensible Money, LLC$283.6K132026-06-30
Pinnacle Bancorp, Inc.$278.6K02026-06-30
Trilogy Capital, Inc.$269.7K722026-06-30
Summit Financial, LLC$265.2K2292026-06-30
Highpoint Advisor Group LLC$255.4K1142026-06-30
Srh Advisors, LLC$228.8K32026-06-30
Kingsview Wealth Management, LLC$213.1K1152026-06-30
Ep Wealth Advisors, LLC$208K3382026-06-30
Faithward Advisors, LLC$204.7K182026-06-30
Southland Equity Partners, Llc.$202K252026-06-30
Brown, Lisle/cummings, Inc.$184.5K82026-03-31
International Assets Investment Management, LLC$173K1222026-06-30
Farther Finance Advisors, LLC$170.2K3342026-06-30
CIBC Private Wealth Group LLC$159.5K02025-12-31
Silver Oak Securities, Incorporated$148.4K1172026-06-30
Blackrock, Inc.$147.7K02026-06-30
Global Retirement Partners LLC$137.9K4912026-06-30
Liberty One Investment Management, LLC$137.3K152026-06-30
Rothschild Investment LLC$132.7K182026-06-30
Integrated Wealth Concepts LLC$122.5K4802026-06-30
Gen-Wealth Partners Inc$121.6K82026-06-30
US Bancorp$91.9K02026-06-30
Steward Partners Investment Advisory, LLC$84.9K4812026-06-30
Comerica Bank$73.2K02025-12-31
Evolution Wealth Management Inc.$62.4K32026-06-30
Front Row Advisors LLC$62.3K72026-06-30
O'Shaughnessy Asset Management, LLC$57K582026-06-30
Ae Wealth Management LLC$35.7K4712026-06-30
Dhjj Financial Advisors, Ltd.$35.2K72026-06-30
Geneos Wealth Management, Inc.$35.2K1932026-06-30
Larson Financial Group LLC$35K672026-06-30
Dt Investment Partners, LLC$31.8K82026-06-30
Comprehensive Financial Planning, Inc./pa$31.4K02026-06-30
Marshall & Sterling Wealth Advisors Inc.$31.3K102026-06-30
Ifp Advisors, Inc$31.2K3182026-06-30
Basepoint Wealth LLC$30.4K132026-06-30
Cambridge Investment Research Advisors, Inc.$30.1K3,9402026-03-31
City State Bank$28.3K02026-06-30
Bank of Montreal /can$23.6K02026-06-30
Allspring Global Investments Holdings, LLC$22.6K02026-06-30
Beacon Financial Strategies Corp$21.8K42026-06-30
Harborfront Financial Group LLC$21.3K42026-06-30
Roxbury Financial LLC$20.3K22026-06-30
Vanguard Advisers Inc$20.1K2,4692026-06-30
Shp Wealth Management$18.6K322026-06-30
Trust Co of Vermont$16.6K02026-06-30
Capital Investment Advisory Services, LLC$15.2K1032026-06-30
Creative Financial Designs Inc /adv$11.8K02026-06-30
Blair William & Co/il$11.6K3292026-06-30
Qube Research & Technologies Ltd$11.1K02026-06-30
Southern Michigan Bank & Trust$10.7K02026-06-30
Spire Wealth Management$9.6K32026-06-30
Hilton Head Capital Partners, LLC$8.8K62026-06-30
Newedge Advisors$8.2K6012026-06-30
Ifg Advisory, LLC$7.7K1102026-06-30
Aptus Capital Advisors, LLC$7.2K212026-06-30
Biltmore Family Office, LLC$6.6K162026-06-30
McGuire Capital Advisors Inc$6K42026-06-30
Corecap Advisors, LLC$5K1182026-06-30
Assetmark, Inc$2.3K2202026-06-30
Blue Trust, Inc.$2.1K02026-06-30
Vanguard National Trust Co$1.8K02026-06-30
Wagner Wealth Management, LLC$1.7K52026-06-30
Lifesteps Financial$1.5K72026-06-30
Janney Montgomery Scott LLC$1K1,3422026-06-30
Hrt Financial LP$42302026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$39802026-06-30
Park Avenue Securities LLC$3441,9082026-06-30
Provident Wealth Management, LLC$13352026-06-30
Hazlett, Burt & Watson, Inc.$133202026-06-30
Capital Analysts, LLC$696082026-06-30
Fiduciary Financial Advisors$68512026-06-30
Capital Advisors, Ltd., LLC$35112026-06-30
Sunbelt Securities, Inc.$32632026-03-31
Cx Institutional$27802026-06-30
Tsfg, LLC$1062026-06-30
Ogorek Anthony Joseph /NY/ /adv$602026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30